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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,598 | $175,257-71.7% | $149,717-66.9% | $139,456-64.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.32% | 166.70%-150.4pp | 134.41%-118.1pp | 373.45%-357.1pp |
| Employer contribution / active EE | $6,972 | $5,477+27.3% | $4,820+44.6% | $4,753+46.7% |
| Participant deferral / active EE | $8,435 | $6,521+29.4% | $5,682+48.5% | $6,711+25.7% |
| Admin fee / account holder | $611 | $16,156-96.2% | $13,213-95.4% | $11,407-94.6% |